Constant management of the CRM systems to ensure account and contacts are loaded correctly, current, and
person and online IFA engagement.
Visiting accounts or attending events where needed.
Establishing
and analysis of business flows, account activity including new accounts (TOB), trends, target versus actual
business, funding levels and activity both at account level but also for internal reporting on business
in respect of developing these accounts into business generating accounts.
Competencies:
Proficiency
vendor management; risk management, facilities account management (H/Q and branches) and document management and Vendor Management Facilities / Operational accounts Management Security / risk Management . Document risk and compliance facilities management role. Accounts and office administration management experience
Managing a portfolio of properties Manage the accounts of the portfolio Processing invoices Data capturing Matric Strong administrative skills PC Literate Accounts Knowledge Must have the right attitude and be
Managing a portfolio of properties Manage the accounts of the portfolio Processing invoices Data capturing Matric Strong administrative skills PC Literate Accounts Knowledge Must have the right attitude and be
Reference: JHB001498-MS-1 To ensure payment of accounts to external companies for goods purchased and Qualifications National Diploma in Financial accounting. Experience 1-2 years relevant work experience
Outlook, Excel), Adobe
Statements Managing Utility accounts Petty Cash Handling of CHEP ( Pallet account ) Stock Take admin Logistics
Statements Managing Utility accounts Petty Cash Handling of CHEP ( Pallet account ) Stock Take admin Logistics
English & Afrikaans
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BCom degree with financial / management accounting & business management
or
At least procedures
Quality Control: knowledge of accounting, auditing and taxation procedures in terms of Outlook
Greatsoft (advantageous)
Pastel Accounting (advantageous)